Unclaimed
Margaret Elizabeth Puzzello is a financial professional with experience in the industry. Margaret is currently registered with Lincoln Financial Distributors, Inc., a firm that is active in the BrokerCheck system. Margaret previously held positions with Lincoln Financial Advisors Corporation and Lincoln Financial Distributors, Inc., prior to joining her current firm. Margaret has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
08/22/2023 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/15/2018 - 08/25/2023
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BC
Issued 10/15/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Margaret Puzzello is the right advisor for you? Invested Better is here to help.